Archive for October, 2018

Cafaro Greenleaf Expands Footprint with Merger of Carroll Consultants, Ltd. in Pennsylvania

Cafaro Greenleaf (CG), a leading national investment advisory and consulting firm for corporate, public and not for profit retirement and benefit plans, formally announces that Carroll Consultants, Ltd., headquartered just outside Philadelphia, has merged with the firm. With more than 60 years of experience, Carroll Consultants, Ltd. is a leading provider of retirement and healthcare plan services to organizations across…read more →

Beware of the IRS and DOL: Four Red Flags They Seek on Form 5500

Beware of the IRS and DOL: Four Red Flags They Seek on Form 5500 The Form 5500 is an ERISA requirement for retirement plans to report and disclose operating procedures. Advisors use this to confirm that plans are managed according to ERISA standards. The form also allows individuals access to information, protecting the rights and benefits of the plan participants…read more →